Hoover Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Hoover Financial Advisors’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$542K	Hold	3,972	–	–	0.1%	74
2021 Q1	$534K	Hold	3,972	–	–	0.1%	67
2020 Q4	$498K	Hold	3,972	–	–	0.12%	57
2020 Q3	$418K	Hold	3,972	–	–	0.14%	56
2020 Q2	$384K	Hold	3,972	–	–	0.15%	54
2020 Q1	$311K	Hold	3,972	–	–	0.17%	50
2019 Q4	$441K	Buy	+3,972	New	+$424K	0.22%	54

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Hoover Financial Advisors's VSS Position: Q2 2021 in Review

Hoover Financial Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2021 at 3,972 shares worth $542K. The position accounts for 0.1% of the portfolio, ranked #74.

Hoover Financial Advisors first reported a position in VSS in Q4 2019 and has held it in 7 quarters since. 464 funds tracked by Wall St. Rank hold VSS as of Q2 2021.

Hoover Financial Advisors held 3,972 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $542K as of Q2 2021.
Hoover Financial Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2021.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.1% of Hoover Financial Advisors's portfolio in Q2 2021, its #74 holding.
Hoover Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 7 quarters since.
464 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.